LiveRamp (RAMP) Swings to Profit on Higher Sales Could Be a Game Changer for Investors

• LiveRamp Holdings, Inc. has released earnings for its first quarter ended June 30, 2025, reporting sales of US$194.82 million and a net income of US$7.75 million, compared to sales of US$175.96 million and a net loss of US$7.49 million in the previous year.
• This return to profitability, driven by increased sales and earnings per share from continuing operations, highlights a key shift in the company’s quarterly financial performance year-over-year.
• We'll explore how LiveRamp’s move from a net loss to net income in the latest quarter could reshape its forward-looking investment narrative.

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LiveRamp Holdings Investment Narrative Recap

To be a LiveRamp shareholder, you need confidence in the company's ability to convert growing demand for data collaboration into sustainable revenue and operating leverage, even as economic conditions and customer mix evolve. The recent return to profitability in Q1 2026 is a positive signal but doesn't fundamentally alter the short-term risk that smaller client pressures or seasonal costs could slow progress towards higher margins and consistent earnings. Investors should keep an eye on the company's continued margin performance and sales momentum in upcoming quarters.

Among recent developments, the June 25th release of an economic impact study stands out: it showed users of LiveRamp's Data Collaboration Platform realized a 313% return on investment over three years. This result supports optimism around the platform’s adoption, which could be an important tailwind for future sales momentum, especially as management aims for margin expansion in fiscal 2026.

However, in contrast, it’s important for investors to be aware of how ongoing cost increases, such as seasonal payroll taxes and major events, might still pressure net margins if recent sales gains don’t persist ...

Read the full narrative on LiveRamp Holdings (it's free!)

LiveRamp Holdings' narrative projects $950.6 million in revenue and $123.9 million in earnings by 2028. This requires 8.4% annual revenue growth and a $126.4 million earnings increase from current earnings of $-2.5 million.

Uncover how LiveRamp Holdings' forecasts yield a $39.88 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Three fair value estimates from the Simply Wall St Community range from US$38.32 to US$51.02, reflecting wide differences in how investors assess future growth potential. As you consider these perspectives, remember that the most recent quarter's positive earnings shift highlights how sales momentum and margin performance can reshape the company's trajectory.

Explore 3 other fair value estimates on LiveRamp Holdings - why the stock might be worth as much as 57% more than the current price!

Build Your Own LiveRamp Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your LiveRamp Holdings research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free LiveRamp Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LiveRamp Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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